Andrew Kittelson
UBS Financial Services
charlotte, North Carolina
Contact
How to contact
andrew.kittelson@ubs.com 704-362-8260
Professional Profile
Call Me When
You are trying to grow your business and planning for the eventual exit.
Professions
Wealth Manager
Functional Expertise
Business development
Business growth
Business management
Buy side/Acquisitions
Capital markets
Cash flow enhancements
Cash management
Charitable giving
Compensation
Communications
Entrepreneurship
Equity
ESOPs
Estate planning
Family business
Finance
Lending
Management succession
Philanthropy
Private equity
Private placements
Strategic planning
Transaction advisory
Trusts
Venture capital
Exit/Transition Planning
Business Focus
Exit Planning
Professional Certification
Certified Exit Planning Advisor, Certified Investment Management Analyst
Client Industries
Business Services
Computer/Electronics
Financial Services
Health/Pharma/Biotech
Manufacturing
Non-profit
Real Estate/Construction
Software/Internet
Chapter information
Membership
Charlotte Individual
Member since
Member for 5 years
Why I'm a Member of XPX
Collaborating with other advisors to insure business owners have a strong team to guide them to and through an optimal and fulfilling exit.
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